Joan De la Paz Hellmer

Operating Executive Trivest Partners

Joan is an Operating Executive supporting Trivest's Discovery Fund and Fast Start platform. He partners with founders and management teams across Trivest portfolio companies to drive onboarding, integration, and early value creation, leveraging his background in investment banking, M&A, and hands-on operations. Prior to joining Trivest Partners, Joan held senior roles across private equity, corporate development, and investment banking, including positions at Goldman Sachs, Citigroup, Affiliated Distributors, and KPI Solutions, an Ares Management portfolio company. His experience spans deal sourcing and execution, post-acquisition integration, and operational leadership in founder-led, lower-middle-market businesses. Joan holds an MBA from the University of Chicago Booth School of Business.

Wednesday, Jan 27: Value Creation for Private Equity Day 2

11:00 AM THE HARD TRUTHS ABOUT BUY AND BUILD: TURNING M&A ROLL-UPS INTO TRUE VALUE CREATORS

The Buy & Build model has long been a playbook for PE funds, but the game has changed. Investors now demand proof that these roll-ups can generate real value beyond financial engineering. The problem? Most PE-backed boards struggle to make it work. The result? Stagnation. Frustrated management. Struggling exits. Join this session to tackle the hard truths and find a way out:

• The role of operational infrastructure in scaling acquisitions successfully, including systems, processes, talent, and governance

• Balancing organic growth and M&A, ensuring acquisitions accelerate rather than distract from the core growth strategy

• Integration as a value-creation discipline, including how to prioritize commercial, operational, and technology initiatives during the first 100 days

• Building repeatable playbooks that allow companies to absorb multiple acquisitions while maintaining culture and execution quality

• Measuring value creation beyond EBITDA, including customer retention, cross-sell opportunities, operational efficiency, and organizational capability

Check out the incredible speaker line-up to see who will be joining Joan.

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